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  • Veeva - TM 2.0 Upgrade v0.3 - Edited - Aditya

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    Sekhar Dash
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    This document outlines a plan to upgrade GRM Global's sales force management module from TM 1.0 to TM 2.0 in Veeva. The upgrade is needed due to limited customer access and an ineffective data model in the older version, which is also reaching end of life. The plan involves analyzing data needs, migrating data, and implementing the new system in phases by region over 9 months to improve alignment loading speeds, increase effective call planning, and reduce future business disruption. The initial phase saw an 80% improvement and has been completed successfully.

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    Veeva - TM 2.0 Upgrade v0.3- Edited- Aditya

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    This document outlines a plan to upgrade GRM Global's sales force management module from TM 1.0 to TM 2.0 in Veeva. The upgrade is needed due to limited customer access and an ineffective data model in the older version, which is also reaching end of life. The plan involves analyzing data needs, migrating data, and implementing the new system in phases by region over 9 months to improve alignment loading speeds, increase effective call planning, and reduce future business disruption. The initial phase saw an 80% improvement and has been completed successfully.

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    12 views2 pages

    Veeva - TM 2.0 Upgrade v0.3 - Edited - Aditya

    Uploaded by

    Sekhar Dash
    This document outlines a plan to upgrade GRM Global's sales force management module from TM 1.0 to TM 2.0 in Veeva. The upgrade is needed due to limited customer access and an ineffective data model in the older version, which is also reaching end of life. The plan involves analyzing data needs, migrating data, and implementing the new system in phases by region over 9 months to improve alignment loading speeds, increase effective call planning, and reduce future business disruption. The initial phase saw an 80% improvement and has been completed successfully.

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    © All Rights Reserved
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    of 2

    TM 2.

    0 UPGRADE
    MODULE IN SALESFORCE VEEVA WHICH HELPS STRUCTURE AND
    ORGANIZE THE SALES MARKET
    NEED
    Limited Customer Access to users and effective Data model in TM 1.0 led to slower data
    consumption
    End-of-Life for TM 1.0 by June 2021 impacting Business continuity as assignments would be
    lost

    Vanilla Phase 1
    Analysis Veeva
    Data Completed
    Veeva/ACN Custom Migration Phase 2&3
    ACN ACN
    In Progress

    Phase 1 – EMEA, APAC & CN – 4 Months


    Phase 2 – US & JAPAN
    Phase 3 – CANADA & LATAM
    Sep 2020 Dec 2020 Mar 2021

    80% Improvement 3X 1st TM 2.0


    Increase Alignments Implementation
    Initial Alignment Load EFFECTIVE CALL 1 DAY
    PLANNING DOWNTIME
    CREDENTIALS

    This is a great example of a GRM Global initiative being driven by


    the team. Thank you to all on this major lift and yet again another
    successful deployment
    Sep 29th 2020 Post Phase 1 Go-Live

    DIRECTOR
    DIGITAL CAPABILITY MANAGEMENT, VEEVA GLOBAL DELIVERY

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